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SMI Advisory Services’s iShares Europe ETF IEV Stock Holding History

SMI Advisory Services’s Portfolio IEV Stock Details IEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-39,701
Closed -$2.06M – 50
2024
Q4 		$2.06M Buy
39,701
+4,718
+13% +$258K 0.48% 25
2024
Q3 		$2M Sell
34,983
-31,430
-47% -$1.77M 0.44% 30
2024
Q2 		$3.67M Buy
66,413
+4,526
+7% +$253K 0.91% 25
2024
Q1 		$3.42M Buy
+61,887
New +$3.3M 0.96% 36

Other funds holding IEV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $130B AUM 46.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

SMI Advisory Services's IEV Position: Q1 2025 in Review

SMI Advisory Services sold out of iShares Europe ETF (IEV) in Q1 2025, closing a stake of 39,701 shares — an estimated $2.06M sold.

SMI Advisory Services first reported a position in IEV in Q1 2024 and held it in 4 quarters. The position peaked at $3.67M in Q2 2024. 249 funds tracked by Wall St. Rank hold IEV as of Q1 2025.

  • SMI Advisory Services reported no remaining iShares Europe ETF position as of Q1 2025 after selling out during the quarter.
  • SMI Advisory Services sold 39,701 iShares Europe ETF shares in Q1 2025, an estimated $2.06M.
  • SMI Advisory Services first reported a position in iShares Europe ETF in Q1 2024 and held it in 4 quarters.
  • SMI Advisory Services's iShares Europe ETF position peaked at $3.67M in Q2 2024.
  • 249 funds tracked by Wall St. Rank held iShares Europe ETF as of Q1 2025.

Based on SMI Advisory Services's 13F filing for Q1 2025, filed 10 Apr 2025.